Companies dealing with Alzheimer’s – Next generation type of developments:
| Company | Ticker | Product type developed | Upside Potential | Sharpe (FY01) |
| GlaxoSmithKline | GSK | Therapy | 10.8 % | 7.13 |
| Investment case: GSK is focusing its R&D on the body’s natural defensive response to the production of faulty protein in brain cells. While pretests on animals are conclusive, the molecule can’t be used in its present form due to adverse side effects. A breakthrough would open a new avenue for reversing brain damage. | ||||
| Company | Ticker | Product type developed | Upside Potential | Sharpe (FY01) |
| Roche | ROG | Therapy | 7.5 % | 5.78 |
| Investment case: ROG is conducting clinical studies to identify the curative potential of Crenezumab for patients with a high probability of Alzheimer’s disease. If successful, the industry may shift R&D focus to preventive therapies, and ROG would obviously be one of the leaders in this field. | ||||
| Company | Ticker | Product type developed | Upside Potential | Sharpe (FY01) |
| Takeda Pharmaceutical | 4502 | Therapy | 9.3 % | 5.12 |
| Investment case: Takeda has started late-stage studies on its now-generic drug, Actos (AD-4833). | ||||
| Company | Ticker | Product type developed | Upside Potential | Sharpe (FY01) |
| Lundbeck | LUN | Therapy | -12 % | 4.02 |
| Investment case: The company’s product (Lu AE58054) targets the 5-HT6 receptor with the aim of stabilizing cognitive function. It’s thought this product may only become an add-on therapy as it has no potential to modify molecules. | ||||